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Microsoft

5,734 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,533 increasing their positions, 2,585 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

1.56% more ownership

Funds ownership: 70.77%72.33% (+1.6%)

1% more funds holding

Funds holding: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.8B
Puts
$45.7B
Net Calls
Net Calls Change

Top Sellers

1 -$26B
2 -$3.54B
3 -$2.92B
4
Morgan Stanley
Morgan Stanley
New York
-$2.36B
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.85B
Name Holding Trade Value Shares
Change
Change in
Stake
GC
5301
GatePass Capital
Ohio
$671K
SP
5302
SIH Partners
Delaware
$670K
MGWA
5303
Monument Group Wealth Advisors
Massachusetts
$669K
LFWA
5304
LBJ Family Wealth Advisors
Texas
$664K
MC
5305
Maren Capital
Illinois
$664K
MAP
5306
Moody Aldrich Partners
Massachusetts
$663K
CAM
5307
Clarity Asset Management
Iowa
$663K
FF
5308
Financial Futures
New Jersey
$663K
SOWAS
5309
Silver Oak Wealth Advisors Services
California
$663K
BWL
5310
Beacon Wealthcare LLC
North Carolina
$662K
CAAM
5311
Cornerstone Advisors Asset Management
Pennsylvania
$662K
MFG
5312
Mustico Financial Group
New York
$660K
NJBEST
5313
New Jersey Better Educational Savings Trust
New Jersey
$658K
LAMNM
5314
Longview Asset Management (New Mexico)
New Mexico
$657K
DWAL
5315
Delta Wealth Advisors LLC
Indiana
$656K
SIA
5316
Spectrum Investment Advisors
Wisconsin
$653K
VFG
5317
Valley Financial Group
Pennsylvania
$650K
OAP
5318
One Advisory Partners
Kansas
$649K
CWM
5319
Capital Wealth Management
Rhode Island
$649K
FC
5320
Farringdon Capital
United Kingdom
$648K
LFA
5321
LifeGuide Financial Advisors
Pennsylvania
$648K
JPT
5322
Jordan Park Trust
New Hampshire
$648K
DFG
5323
Dynamic Financial Group
Iowa
$648K
OCM
5324
Objective Capital Management
Ohio
$645K
JCIA
5325
Jackson Creek Investment Advisors
Colorado
$644K